Assistant Sales Manager - Government Annuity

Date: Sep 12, 2025

Location: Mumbai, MH, IN

Company: maxlifeins

Job Description Position Relationship Manager– Government Annuity Function Government Annuity Department Retirement Benefits Band 5/5A JOB SUMMARY: Responsible for achieving the targets for Retirement business through annuity along with protection/term plan in the assigned region. Responsible for executing the business plan by:  Reaching out to prospective clients and presenting our products to the targeted audience  Closing sale and following up on issuance  Creating awareness about our products in State and Central Govt departments  Update the sales process and maintaining the feedback of pre-exit database and increase the penetration of counter share  Keen knowledge of protection business and maintaining active sales pipeline for the same. KEY RESPONSIBILITIES: Responsible for implementing the sales plan of the assigned region • Responsible for achieving sales targets from assigned region • Assist in launching & driving Government Annuity Business • Assist in evaluating their needs to help select the best solution • Prepare periodic sales reports Maintain database on Govt. and competitor information • Update the client’s/ call reports accurately and efficiently and any competitor’s information as suggested by Goverment Annuity team Continuously evaluate potential of Annuity Business in the region • Develop specific analysis parameters • Conduct analysis on the potential govt. departments and prepare reports for the Business Head • Collect competitor information on the Government Annuity Business Adhere to all Organization’s policies and procedures Measures of Success: • Actual sales achieved vs the plan • Accuracy and timeliness of sales reports • Actual activity vs targeted activity • Accuracy of competitor information; up to date data • NPS/UPS sessions done vs Market share data for the counter KEY RELATIONSHIPS: Internal: • Business Heads • MLI HR & Sales Training Team • MLI Operations Team External: • Top Clients • All Stakeholders DESIRED QUALIFICATIONS & EXPERIENCE:  Graduate/Master of Business Administration preferably in Sales, Marketing or Finance  Min 1 year of relevant experience or 2 years’ experience in Life Insurance

Job Description Position Relationship Manager– Government Annuity Function Government Annuity Department Retirement Benefits Band 5/5A JOB SUMMARY: Responsible for achieving the targets for Retirement business through annuity along with protection/term plan in the assigned region. Responsible for executing the business plan by:  Reaching out to prospective clients and presenting our products to the targeted audience  Closing sale and following up on issuance  Creating awareness about our products in State and Central Govt departments  Update the sales process and maintaining the feedback of pre-exit database and increase the penetration of counter share  Keen knowledge of protection business and maintaining active sales pipeline for the same. KEY RESPONSIBILITIES: Responsible for implementing the sales plan of the assigned region • Responsible for achieving sales targets from assigned region • Assist in launching & driving Government Annuity Business • Assist in evaluating their needs to help select the best solution • Prepare periodic sales reports Maintain database on Govt. and competitor information • Update the client’s/ call reports accurately and efficiently and any competitor’s information as suggested by Goverment Annuity team Continuously evaluate potential of Annuity Business in the region • Develop specific analysis parameters • Conduct analysis on the potential govt. departments and prepare reports for the Business Head • Collect competitor information on the Government Annuity Business Adhere to all Organization’s policies and procedures Measures of Success: • Actual sales achieved vs the plan • Accuracy and timeliness of sales reports • Actual activity vs targeted activity • Accuracy of competitor information; up to date data • NPS/UPS sessions done vs Market share data for the counter KEY RELATIONSHIPS: Internal: • Business Heads • MLI HR & Sales Training Team • MLI Operations Team External: • Top Clients • All Stakeholders DESIRED QUALIFICATIONS & EXPERIENCE:  Graduate/Master of Business Administration preferably in Sales, Marketing or Finance  Min 1 year of relevant experience or 2 years’ experience in Life Insurance